← Back to searchVisit website
INSPIRATION FINANCIAL PLANNING
INSPIRATION FINANCIAL PLANNING LLC
CRD 334038
5858 DRYDEN PL, SUITE 211, CARLSBAD, CA, 92008, United States
Phone
224-707-1002
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$14.7M
Discretionary AUM
$14.7M
Team
1 total employees; 1 advisory reps; 10 broker-dealer reps
Clients
26-50
Fees
Percentage of AUM; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-22
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Selection of other advisersEducational seminars
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 11 | $2.7M |
| High net worth individuals | 5 | $12.0M |
All web addresses on file
Official SEC filing: View on IAPD